RESOLVED: TaxFolder Account Activation Email Not Sent

We discovered an issue where the account activation email is not sent when you invite a client to TaxFolder by printing from TaxCycle.

Workarounds

You have two options for triggering an email with a link that will allow the client to set their password.

1. Resend the Activation Email

Resend the activation email through TaxFolder Client Dashboard:

1. Sign in to TaxFolder.
2. On the Client Dashboard, click on the client’s name to open their record.
   
3. On the client’s record, click Client Settings.
4. Select Resend Activation Email.
   

2. Request a Password Reset

An alternative to resending the activation email is to trigger a password reset email for the client. Either you can do this or your client can. Note that this does not send the activation email, but it does send the link required to set a password and gain access to TaxFolder.

You can find instructions on requesting a password reset in the How to Sign in to TaxFolder PDF.